Google Cloud Revenue Jumps 48% — Fastest Growth Since 2021 as Gemini 3.1 Pro Arrives on Vertex AI

Alphabet Inc. disclosed in its fourth-quarter 2025 earnings filing with the U.S. Securities and Exchange Commission that revenue from the Google Cloud segment — which includes both Google Cloud Platform infrastructure services and Google Workspace productivity tools — grew approximately 48% year-over-year in the quarter. This represents the fastest growth Google Cloud has posted since 2021 and marks a significant acceleration from the prior quarter. Google Cloud now operates across 42 regions with 127 Availability Zones globally, having launched new regions in Sweden, South Africa, and Mexico during 2025, with expansion underway in Kuwait, Malaysia, and Thailand. The company has also committed a $2 billion, 10-year investment in a Turkey region. Google has separately committed capital expenditures of $175 to $185 billion in 2026 — nearly double the $91 billion spent in 2025 — with the majority allocated to AI infrastructure including GPU clusters and custom TPU accelerator arrays. Google’s recent $4.75 billion acquisition of Intersect Power underscores how critically energy infrastructure has become to AI strategy: the company needs guaranteed power access before it can deploy its planned data centre capacity. Separately, on the Google Cloud official blog on March 12-13, 2026, Google announced the preview availability of Gemini 3.1 Pro on Vertex AI and the Gemini API — a notably smarter, more capable model for complex problem-solving, available now to developers building agentic AI applications. The Gemini Live Agent Challenge runs until March 16, offering $80,000 in prizes to developers building AI agents using Gemini on Google Cloud.